-6.6%
AON vs VO
+56.0%
-62.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.2% |
| 7D | -7.9% | -0.6% | -7.3% | -7.7% |
| 30D | -14.6% | -1.9% | -12.7% | -13.9% |
| 3M | -7.9% | +3.3% | -11.2% | -9.2% |
| 6M | -8.0% | +9.7% | -17.7% | -11.9% |
| YTD | -13.2% | +12.6% | -25.8% | -18.1% |
| 1Y | -16.4% | +13.6% | -30.1% | -21.6% |
| All | -6.6% | +56.0% | -62.6% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling